“We need to figure out how we are going to support our child when we, as parents, are gone.”

“How can we make sure our government benefits cover all of our expenses?”

“We have to make sure you have a sound strategy to fund your Special Needs Trust.”

These statements–uttered by both parents and professionals–are made daily because my industry has made special needs planning into a process that is focused on keeping families stuck with limited expectations and a limited mindset about the future.

Now that you’re familiar with all FIVE areas of Comprehensive Special Needs Planning it’s time to evaluate how you’re doing with your own planning process.

Click the link below to take our quick and easy 12-question self-assessment tool that will allow you to evaluate how well planned you are, including areas where you’re well planned and areas where there may be room for improvement.

Legal Planning is an essential element of a Comprehensive Special Needs Plan and is likely one of the areas you’re most familiar with. It’s vital to get this step right, but Legal Planning is not where I begin planning conversations with my clients. And it’s not where I encourage you to begin your planning process either.